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Princeton University Order Division Documentation

Online demos list

RLIN21 Documentation

Approvals Soup to Nuts Training
  Acquisitions Module
  Faster Method
  PO Defaults
  Approval Vendors

Approval training checklist

Continuations Training
  Check Acq. Record
  Check Cat. Record
  Check In Item
  Add the Piece
  Add continued

Intro to Acq Production Staff
  Buttons & Icons
  Defaults & Prefs.
    Approve Processing
    Item Creation
  Interpreting PO

Intro to Acq Production Staff Handout
  Buttons & Icons
    Line Items
    Approve Processing
    Item Creation
  Interpret PO

Monographic Receipts
  Find Order
  Check Order
  Receive Order
  Finishing Up

Periodicals Check In
  Acquisitions Module
  Periodicals Check-in
  Tips and Hints

Searching and Record Creation
  Creating a PO
  PO Continued
  Line Item Info.
  Finishing Up

Searching and Record Creation Handout
  Line Items Info.

Serials Check-in
  Issues with Components
  Issues continued
  Creating a Component
  Creating Continued

Series Checks in Voyager
  Serial Volume cont.
  Bookset etc.
  Monographic Series
  Monographic Series cont.

Series Checks in Voyager Script
  Bookset Standing Order
  Monographic Series

Acq for Selectors(WPD)
  Monographs and Funds
  Serialsand Mono series   Handouts

Documentation Home

Introduction to Voyager Acquisitions for Production Staff

Buttons and icons

  • The arrows at the top work like browser arrows. You can toggle back and forth between, for example, order search and invoice search screen results.

  • Note than when you open up a PO, Invoice or Line item it creates an independent button on the task bar, so you can easily switch from one to another by click on the button. You can also move these windows around on the screen so that you can see necessary information in another record.

  • You can display all search results, not just the first 200. You can click on a "next" button to pull up more of a list of results.

  • Clear workspace button – clears the screen and any previous search results

Defaults, Preferences and Workflows

(buttons from left to right)

Defaults Button

  • These are default values for creating new records of various kinds.

  • Defaults persist from session to session!! If they’re set on Friday afternoon, they’ll still be there on Monday morning. It is very important, therefore, that before sitting down to do any production work, you check your defaults.  

Preferences Button

  • Color preferences – see settings at Voyager Preferences and Workflows.

    • In addition there is a color which indicates Tabs with information behind them in the Detail line item view. These colors and standard and should not be changed.

  • List bar

    • Default workspace area: The default will be set at Search orders. Staff may change this if they wish.

    • List bar appearance area– Staff may change colors and background if they wish.

    • Position – should be set at Left side of window. Do not change.

  • Sounds and animation

    • Tool tips and deletion reminder: ON Music and transitions: OFF

Preferences also persist from session to session.

[Intro to Acq for Production Staff Handout]  [Buttons & Icons]   [Workflows]  [Line Items Tab]  [Approve Processing Tab]  [Item Creation]  [Interpret PO]